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True Wealth Design’s Navient NAVI Stock Holding History

True Wealth Design’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29K Buy
386
+379
+5,414% +$3.18K ﹤0.01% 1504
2026
Q1 		$58 Hold
7
– – ﹤0.01% 2551
2025
Q4 		$91 Sell
7
-12
-63% -$149 ﹤0.01% 2350
2025
Q3 		$250 Buy
19
+17
+850% +$231 ﹤0.01% 2247
2025
Q2 		$29 Sell
2
-17
-89% -$219 ﹤0.01% 2473
2025
Q1 		$240 Buy
+19
New +$260 ﹤0.01% 1882

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's NAVI Position: Q2 2026 in Review

True Wealth Design increased its Navient (NAVI) stake by 5,414% in Q2 2026, buying an estimated $3.18K and bringing the position to 386 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

True Wealth Design first reported a position in NAVI in Q1 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • True Wealth Design held 386 shares of Navient worth $3.29K as of Q2 2026.
  • True Wealth Design bought 379 Navient shares in Q2 2026, an estimated $3.18K.
  • Navient made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1504 holding.
  • True Wealth Design first reported a position in Navient in Q1 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.